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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $508,980 | $98,776+415.3% | $149,745+239.9% | $79,856+537.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.03% | 27.38%-13.3pp | 276.72%-262.7pp | 31.71%-17.7pp |
| Employer contribution / active EE | $7,844 | $3,217+143.8% | $4,646+68.9% | $2,471+217.4% |
| Participant deferral / active EE | $9,839 | $5,681+73.2% | $6,843+43.8% | $3,741+163.0% |
| Admin fee / account holder | $5,943 | $6,053-1.8% | $9,312-36.2% | $5,306+12.0% |